Patriot Financial Group Insurance Agency’s Willis Towers Watson WTW Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio WTW Stock Details WTW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-3	Closed	-$1K	–	1959
2022 Q2	$1K	Hold	3	–	–	﹤0.01%	1966
2022 Q1	$1K	Hold	3	–	–	﹤0.01%	1994
2021 Q4	$1K	Buy	3 +1	+50%	+$237	﹤0.01%	2092
2021 Q3	$0	Sell	2 -22	-92%	-$4.9K	﹤0.01%	2259
2021 Q2	$6K	Hold	24	–	–	﹤0.01%	1613
2021 Q1	$5K	Hold	24	–	–	﹤0.01%	1583
2020 Q4	$5K	Hold	24	–	–	﹤0.01%	1453
2020 Q3	$5K	Hold	24	–	–	﹤0.01%	1257
2020 Q2	$5K	Buy	24 +19	+380%	+$3.64K	﹤0.01%	1201
2020 Q1	$1K	Hold	5	–	–	﹤0.01%	1514
2019 Q4	$1K	Hold	5	–	–	﹤0.01%	1275
2019 Q3	$1K	Hold	5	–	–	﹤0.01%	1252
2019 Q2	$1K	Sell	5 -2	-29%	-$362	﹤0.01%	1367
2019 Q1	$1K	Buy	+7	New	+$1.16K	﹤0.01%	1190

Other funds holding WTW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Patriot Financial Group Insurance Agency's WTW Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Willis Towers Watson (WTW) in Q3 2022, closing a stake of 3 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in WTW in Q1 2019 and held it in 14 quarters. The position peaked at $6K in Q2 2021. 565 funds tracked by Wall St. Rank hold WTW as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Willis Towers Watson position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 3 Willis Towers Watson shares in Q3 2022, an estimated $1K.
Patriot Financial Group Insurance Agency first reported a position in Willis Towers Watson in Q1 2019 and held it in 14 quarters.
Patriot Financial Group Insurance Agency's Willis Towers Watson position peaked at $6K in Q2 2021.
565 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.